Chubb
563 hedge funds and large institutions have $27.7B invested in Chubb in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 206 reducing their positions, and 50 closing their positions.
972% more call options, than puts
Call options by funds: $159M | Put options by funds: $14.9M
10% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 50
4% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 206
0.55% more ownership
Funds ownership: 113.05% → 113.6% (+0.55%)
1% less funds holding
Funds holding: 566 → 563 (-3)
6% less capital invested
Capital invested by funds: $29.7B → $27.7B (-$1.92B)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$172M |
| 2 |
Goldman Sachs
New York
|
+$137M |
| 3 |
State Street
Boston,
Massachusetts
|
+$133M |
| 4 |
IC
Institutional Capital
Chicago,
Illinois
|
+$96.4M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$435M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$148M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$129M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$125M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$124M |
CB Hedge Fund Activity: Q1 2014 in Review
563 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2014, worth a combined $27.7B — down 6.5% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new CB positions and 50 closed out — a net gain of 5 holders — while 215 added to existing stakes and 206 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $172M. The largest seller was Fidelity Investments, cutting an estimated $435M.
- 563 institutional investors held Chubb (CB) as of Q1 2014, down from 566 in Q4 2013.
- Funds reported $27.7B of Chubb stock for Q1 2014, down 6.5% quarter-over-quarter.
- 55 funds opened new Chubb positions in Q1 2014 and 50 closed out, a net change of +5 holders.
- The largest Chubb buyer in Q1 2014 was Wellington Management Group, an estimated $172M added.
- The largest Chubb seller in Q1 2014 was Fidelity Investments, an estimated $435M sold.
Based on aggregated 13F filings for Q1 2014.